The CRM System maintenance menu is only available to users with CRM priority level 8 access. As well as the usual programs associated with system maintenance, there is a separate user access control facility which runs over the top of the normal permissions and security setup, plus certain other CRM specific utilities not available to the 'sub level 8' user.
Warning: Use the options on this menu only if you are confident in what you are doing and have received adequate training.
The hyperlink with each menu option gives access to further details of the option.
User access control
Allows CRM users individual access to CRM functionality which is separate from their system priority. User access control works alongside a system parameter called "User Access Control Initiated". For further information about this, see the System Parameters option.
Prevent/allow access
Enables you to the lock the CRM module to prevent users gaining access, and to see who is currently in the CRM system. It also enables you to clear illegal users off the system. Illegal users are normally users who have crashed in or logged out of the system incorrectly.
Find last batch for a letter
Enables you to find the last batch of a specified letter that was printed.
Delete a batch of letters
Enables you to delete a batch of letters for which you know the letters batch number.
Delete batch of letters & reopen contacts
Enables you to delete a batch of letters for which you know the letters batch number and to re-open any closed contacts.
Mandatory\advisable fields
Enables you to set individual fields on the CRM records to either mandatory (the fields must be populated before the record can be saved) or advisable (users are warned that the field is blank but the record can still be saved. See the Generic Validation section of the System Utilities help pages for instructions on the use of this form.
Alter sales executives
Enables you to change the sales executive ownership of company, customer, vehicle and contact records en masse.
Verify vehicle links
Enables you to look at the links to a specific vehicle, and rebuild them if they are corrupt. If when the process is run the links are found to be correct you are given the option to delete links to other records that the vehicle currently has.
Default records menu
Gives you access to the CRM default records. These are the forms you see when you create a new record. You can create, amend and delete branch specific initial records if they are used. Where branch specific default records are not used you can amend the standard initial records.
Consolidate Files
Enables you to run manually the consolidate CRM files program. This is normally run weekly on the end of week and deletes from the files any CRM records marked for deletion (records at X status).
File usage statistics
Enables you to look at the file sizes and check how full the files are.
Reset in use flags
Enables you to unlock any records that the system recognizes as in use by a user.
Verify files
Enables you to verify the files for a specified location.
System parameters
Gives you access to the CRM system parameters.
Warning: Any changes you make in here should be made after careful consideration of the effect they will have on the functionality of all system modules.
